CIK: 0001690010
申告総資産額
$55.7億
上位200銘柄を表示中（全2374銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.20% | -3.48% | +257.18% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.20% | -0.66% | +234.49% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.74% | -0.10% | -14.90% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.48% | +2.08% | -49.89% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.32% | -0.34% | -7.49% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | -0.16% | -1.88% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.07% | — | +115.47% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.02% | — | -6.14% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.79% | +0.10% | +394.26% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.76% | — | -44.77% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.69% | — | -16.87% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.36% | — | +40.49% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.36% | +0.11% | -3.06% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | — | -0.70% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | — | -6.72% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.28% | — | -12.92% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.27% | — | -11.73% | |
| 18 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.26% | — | +48.11% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.09% | +3.71% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.98% | — | +23.27% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.95% | -0.10% | +2658.28% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.12% | -1.40% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.87% | — | +11.64% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | — | -20.10% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.15% | +1.91% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -1.42% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | +2.77% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.63% | — | +2751.83% | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.60% | — | -18.19% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | +1.00% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.21% | +15.17% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | -2.42% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.57% | — | +1.24% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | -2.73% | |
| 35 | ✓ | Nanometrics INC Com | 株式-その他 | 0.53% | — | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | +0.35% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.52% | — | +137.24% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.09% | -3.75% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.11% | +9.32% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +3.60% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | -0.07% | +1.17% | |
| 42 | PYPL | Paypal Holdings INC | 株式-金融 | 0.44% | — | +7.14% | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.43% | — | -25.18% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +0.54% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | — | +11.99% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.05% | +9.36% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +9.22% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -12.49% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.38% | — | -8.67% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | +0.10% | +3.11% |